One EY

A consolidated profile and networking platform built to optimize employee and company resources and facilitate cross capability collaboration at EY.

Context
Role
Team
Advisor
15 weeks
Sept 2019 - Dec 2019
User Research,
UX/UI Design,
Motion Graphics,
Video Production
Scott Zachau
Shuchen Wang
Matt Debeau (EY)
Joe Dooling (EY)
Linton Small (EY)
Roger Mader (Ampersand)
Criswell Lappin (Bigtincan)
Overview

As part of the MFA Interaction Design program at SVA, we partnered with EY's Digital Transformation Unit on a semester-long design challenge to help EY employees uncover each others' skills and experiences. In response, my team and I created One EY, a profile and networking platform aiming to create a more unified and connected EY workforce.​

Our project One EY was the winner of SVA's Strategic Innovation in Product/Service Design Case Competition 2019.

Problem

Ernst & Young is a multinational professional services firm with over 270,000 employees working in 150 countries. Employees at EY need to communicate more effectively, connect beyond their current networks and form teams that involve a combination of different abilities. However, networking and team building is extremely difficult because employee data is disorganized and inaccessible.

THE CHALLENGE

How might we help employees uncover each others' skills and experiences at EY?

Solution

One EY, a consolidated profile and networking platform built to optimize employee and company resources to facilitate cross capability collaboration. By leveraging existing data in EY's internal cloud tools, One EY helps create a more connected EY workforce by

​• Leveraging institutional knowledge
• Optimizing resourcing
• Facilitating cross capability collaboration

Intuitive Search

One EY’s simple and intuitive search engine helps bridge the gap between organizational silos. Search and filter by skills, experience and business unit to discover new connections in seconds.

Employee Profile

One EY pulls from existing databases, so employee's profiles are automatically updated when an engagement closes. The new "CV maintenance" flowno longer requires employees to upload a word document to their profile,eliminating the duplication of work.

Easy Project Experience Management

With engagement and employee data all in one place, staying up to date with your units capabilities is a breeze. Managers can tap into service lines secret talents to ramp up the speed of business at every level.

Unit Profile Page

With engagement and employee data all in one place, staying up to date with your units capabilities is a breeze. Managers can tap into service lines secret talents to ramp up the speed of business at every level.

Favorites Automation

One EY arms Experience mangers with the tools and automated workflow to navigate through EY's complex enterprise to find the right people for the right engagements every time.

Research

To understand the current workforce and labor landscape , we did extensive research on economical, technological and scientific trends related. Then we synthesized the contextual research and gained insights from our stakeholders to establish the research goal:

- To understand the users' current networking and team building process and pain points.
- To learn what platforms currently exist at EY, their primary use cases, and the source of data existed in each platform.​​​

Interview

We interviewed 9 employees at EY Digital Transformation to learn the current ways and tools they use for networking and team building, as well as why they network.

Insights

After the interviews, we summarized the users' motivations and goals, and discovered 3 major pain points they have, which all centers around EY's current networking and CV system.

1. Employees rarely connect with others outside out their personal networks because the networking platforms are difficult to useTh search function is clunky because it's designed from a corporate perspective.
2. Employees don't update their CV and engagement history because there is no guidance and the process of constantly updating and uploading documents takes time.
3. Managers are having hard time keeping track of employees' project status and they rely heavily on the search function and people's CV update, which is also not searchable on the platform.
Redefining the How Might Wes

According the insights, we redefined the How Might We statement based on 3 main topics: Employee Content Creation, Employee Search, and Resourcing Automation.

Ideation

A single search query could mean many different things. For example, the term "UX design " could be a skill, a engagement deliverable, or a role within a business unit.

Our goal was to create a search engine that could interpret the context of a query and offer employee, business unit, and engagement profile suggestions to the user. To achieve this, we created an indexing system that defined the relationship of each attribute to the three profile page types.

Wireframes
Testing & Validation

After creating the wireframe and first iteration, we ran through a scenario-driven testing exercise with 14 EY Digital Transformation employees to validate our assumptions on what search filters people prioritize in different working scenarios. 

​We created 4 prompts inspired by our field research:
1. Teaming Focus 2. Knowledge Seeking Focus 3. Mentor Focus 4. Collaboration Focus​

Each participant was directed to read the prompt and put stickers on the top three search filters that would most likely help them discover the individual or asset they were seeking.​


The result showed that 76% of the filters selected fell under the categories of engagement experience and skills, which validates our assumption in the first iteration: The information not present in EY Discover (Engagement History) seems to be the most valuable information for finding people, knowledge and documents.  

Iteration

1) Search Filter
The testing results also provided us invaluable information to reiterate our filter priorities. It shows that when employees are searching for people, the top 3 attributes they choose to prioritize are different from our original assumption. In response, we changed the filter priorities based on the testing results.


2) Engagement Maintenance Flow


For the engagement maintenance flow, which means the flow when employees update their project experience after finishing each one, we want to create an intuitive and easy way for them to maintain.
Below on the left is the first iteration we did, but after testing it with 3 users from EY, we got feedback that contradicts some of the design assumptions.

- Users mentioned they don't think the external and internal tag would help that much because they can differentiate based on the title itself.
- People were confused about the difference between "Add Info" and "Edit"
- People were confused about the pin function and reorder function. And they reported no need to re arrange how the order is displaying on their profile, and just want to select certain wants they want to show on their homepage.

Based on these findings, we iterated on the design and created the final high fidelity version on the right.

Final Product
Promo Video
Takeaway

Design for a large enterprise is challenging. I learned that in order to dig into the real problem, we need to understand the organizational and business structure as a whole first. I also got the experience learning how to conduct user interviews to understand user needs and design questionnaires for user testing. 

In addition, working with a large company certainly creates constraints such as internal regulations and protocols. However, I learned to work with the constraints and try to keep iterating and testing to find the best possible solution, and create designs that benefits both the individual employees' needs and the growth of a company as a whole. 

I worked on this project with my team throughout the entire semester, during which I also learned to leverage my skills and strength, as well as effectively communicate with my teammates who have diverse backgrounds. 

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